# Financial advisors for family wealth transfer in Oregon > For family wealth transfer in Oregon, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Frederick Payne of Swiftwater Capital and Lisa Mesquit of Soaring Investment Management, LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/oregon/ 41 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Oregon? For family wealth transfer in Oregon, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Morgan Ranstrom of Trailhead Planners, LLC, Frederick Payne of Swiftwater Capital and Lisa Mesquit of Soaring Investment Management, LLC. - [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom/), Trailhead Planners, LLC, Portland. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Frederick Payne](https://find.wellspent.co/advisors/frederick-payne/), Swiftwater Capital, Lake Oswego. Holds the CFP. Fees on file: percentage of assets, hourly. - [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit/), Soaring Investment Management, LLC, Portland. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore/), Womack Wealth and Business Management, Portland. Holds the CFP. Fees on file: percentage of assets, hourly. - [John Schniepp](https://find.wellspent.co/advisors/john-schniepp/), Cascade Financial Strategies, Bend. Holds the CFP. Fees on file: percentage of assets, hourly. - [Robert Costello](https://find.wellspent.co/advisors/robert-costello/), Costello Financial Planning, Bend. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Oregon work on family wealth transfer? The Wellspent public graph lists 41 fee-only advisors for family wealth transfer in Oregon, at 20 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Oregon located? Of the 41 fee-only advisors for family wealth transfer in Oregon, 10 are in Bend, followed by 9 in Portland and 7 in Lake Oswego. ## How do fee-only advisors for family wealth transfer in Oregon charge? The most common fee among fee-only advisors for family wealth transfer in Oregon is a percentage of assets, used by 100% of the 41 with fees on file. Many use more than one: 49% charge fixed fees and 46% charge by the hour. ## How much do fee-only financial advisors charge in Oregon? Fee-only financial advisors in Oregon charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 17 Oregon firms. ## How much does a one-time financial plan cost in Oregon? A one-time financial plan from a fee-only firm in Oregon has a median price of $2,500. We found this across the published prices of 21 Oregon firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In Oregon, 20% of the 41 advisors listed hold the CFP. - CFP (20% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (2% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Oregon advisors for family wealth transfer compare with the rest of the US? 20% of fee-only advisors for family wealth transfer in Oregon hold the CFP, compared with 36% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Oregon have an estate tax? Yes. Oregon has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about passing wealth to the next generation in Oregon? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - How would you plan for Oregon's estate tax as well as the federal one? ## How current is this list of fee-only advisors for family wealth transfer in Oregon? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees | | [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom.md) | Trailhead Planners, LLC | Portland, Oregon | CEPA, CFA, CFP, RLP, CPA, MBT, MBA | Percentage of assets, Hourly, Fixed fees | | [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly | | [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly | | [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [John Schniepp](https://find.wellspent.co/advisors/john-schniepp.md) | Cascade Financial Strategies | Bend, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [David Foster](https://find.wellspent.co/advisors/david-foster-4584178.md) | Foster & Wood | Lake Oswego, Oregon | CFP | Percentage of assets, Fixed fees | | [Ellen Johnson](https://find.wellspent.co/advisors/ellen-johnson.md) | Thistle Wealth | Corvallis, Oregon | | Percentage of assets | | [Frederick Payne](https://find.wellspent.co/advisors/frederick-payne.md) | Swiftwater Capital | Lake Oswego, Oregon | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Reagan](https://find.wellspent.co/advisors/nathan-reagan.md) | Handy & Company Financial Advisors | Lake Oswego, Oregon | PFS | Percentage of assets, Hourly, Fixed fees | | [Nicholas Blankl](https://find.wellspent.co/advisors/nicholas-blankl.md) | Consilium Wealth Advisory | West Linn, Oregon | CFA | Percentage of assets, Fixed fees | | [Brandon Trank](https://find.wellspent.co/advisors/brandon-trank.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Christian D'Urso](https://find.wellspent.co/advisors/christian-d-urso.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [James Spangler](https://find.wellspent.co/advisors/james-spangler.md) | TradeWinds Wealth Management | Portland, Oregon | | Percentage of assets | | [Jeffrey Strode](https://find.wellspent.co/advisors/jeffrey-strode.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Katie Martin Hewitt](https://find.wellspent.co/advisors/katie-martin-hewitt.md) | Cascade Financial Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Marc Eppinger](https://find.wellspent.co/advisors/marc-eppinger.md) | Cascade Financial Strategies | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael Keeton](https://find.wellspent.co/advisors/michael-keeton.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Michael McCabe](https://find.wellspent.co/advisors/michael-mccabe.md) | Kera Capital | Bend, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Mitchel Ludtke](https://find.wellspent.co/advisors/mitchel-ludtke.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Robert Warmkessel](https://find.wellspent.co/advisors/robert-warmkessel.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Soojin Hwang](https://find.wellspent.co/advisors/soojin-hwang.md) | Grange Capital | Beaverton, Oregon | | Percentage of assets | | [Cameron Marzi](https://find.wellspent.co/advisors/cameron-marzi.md) | Rogue Advisors | Grants Pass, Oregon | | Percentage of assets, Hourly, One-time planning fee | | [Daniel Botti](https://find.wellspent.co/advisors/daniel-botti.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Dustin Fadenrecht](https://find.wellspent.co/advisors/dustin-fadenrecht.md) | Veridan Wealth | West Linn, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Grant Kerger](https://find.wellspent.co/advisors/grant-kerger.md) | Peregrine Asset Advisers | Portland, Oregon | | Percentage of assets | | [Gunnar Marino](https://find.wellspent.co/advisors/gunnar-marino.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Ian Skurdal](https://find.wellspent.co/advisors/ian-skurdal.md) | RiskBridge Advisors | Eugene, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Stuermer](https://find.wellspent.co/advisors/jeffrey-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Jeremy Six](https://find.wellspent.co/advisors/jeremy-six.md) | Foster & Wood | Lake Oswego, Oregon | | Percentage of assets, Fixed fees | | [John Kingery](https://find.wellspent.co/advisors/john-kingery.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Laura Steagall-Cissell](https://find.wellspent.co/advisors/laura-steagall-cissell.md) | Veridan Wealth | West Linn, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Melody Rice](https://find.wellspent.co/advisors/melody-rice.md) | Veridan Wealth | West Linn, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Michael Handy](https://find.wellspent.co/advisors/michael-handy.md) | Handy & Company Financial Advisors | Lake Oswego, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Patrick Haley](https://find.wellspent.co/advisors/patrick-haley.md) | Veridan Wealth | West Linn, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Robert Stuermer](https://find.wellspent.co/advisors/robert-stuermer.md) | Peregrine Asset Advisers | Bend, Oregon | | Percentage of assets | | [Timothy Wood](https://find.wellspent.co/advisors/timothy-wood.md) | Foster & Wood | Lake Oswego, Oregon | | Percentage of assets, Fixed fees | | [Todd Thompson](https://find.wellspent.co/advisors/todd-thompson.md) | Rogue Advisors | Grants Pass, Oregon | | Percentage of assets, Hourly, One-time planning fee | | [Brett Sherman](https://find.wellspent.co/advisors/brett-sherman.md) | Madrona Wealth Management | Happy Valley, Oregon | | Percentage of assets, Hourly, Fixed fees | | [William Ross](https://find.wellspent.co/advisors/william-ross.md) | North Forty Two & | Lake Oswego, Oregon | | Percentage of assets | | [Youri Bujko](https://find.wellspent.co/advisors/youri-bujko.md) | Thalassa Capital | Bend, Oregon | | Percentage of assets | ## Related - [Retirement planning in Oregon](https://find.wellspent.co/specialties/retirement-planning/oregon.md) - [Estate planning in Oregon](https://find.wellspent.co/specialties/estate-planning/oregon.md) - [Tax planning in Oregon](https://find.wellspent.co/specialties/tax-planning/oregon.md) - [Pre-retirees in Oregon](https://find.wellspent.co/audiences/pre-retirees/oregon.md) - [Small business owners in Oregon](https://find.wellspent.co/specialties/small-business-owners/oregon.md) - [Retirees in Oregon](https://find.wellspent.co/audiences/retirees/oregon.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).